See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,836 | $92,222-67.6% | $76,768-61.1% | $135,375-78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.85% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,622 | $3,216-49.6% | $2,485-34.7% | $4,779-66.1% |
| Participant deferral / active EE | $4,757 | $4,509+5.5% | $3,852+23.5% | $5,609-15.2% |
| Admin fee / account holder | $304 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |